Number of Shares
1.78 Mil
Current Holdings Value*
$183.91 Mil
% of Portfolio
5.49%
Total Estimate Gain
$4.95 Mil
% of Total Estimate Gain
2.76%

RITHOLTZ WEALTH MANAGEMENT's iShares 0-5 Year TIPS Bond ETF Holding Summary

As of 2025-03-31, RITHOLTZ WEALTH MANAGEMENT held 1.78 Mil shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $183.91 Mil. This investment constitutes 5.49% of their stock portfolio, and RITHOLTZ WEALTH MANAGEMENT now holds 1.56% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.

The initial trade took place in 2022Q2. And since then RITHOLTZ WEALTH MANAGEMENT has made 11 purchases of STIP, at an average price of $99.83, for a total of 1.79 Mil shares. In addition, there have been 1 sales at an average price of $99.03 for 15,959.00 shares. Based on historical transaction data and STIP's current price of $102.62, RITHOLTZ WEALTH MANAGEMENT's estimated gain on his STIP holdings is $4.95 Mil, reflecting a 2.76% gain to date.

RITHOLTZ WEALTH MANAGEMENT STIP ($102.62) Holding Chart

RITHOLTZ WEALTH MANAGEMENT STIP ($102.62) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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